St James’s Place partner firm makes second deal of 2023
Acquisition takes its assets under management to more than £650m
ANNOUNCEMENT: UK Adviser is now PA Adviser. Read more.
Acquisition takes its assets under management to more than £650m
Funds may be used instead to pay for social care costs
Wealth manager poaches LGIM head of multi-asset funds, as family office makes c-suite changes
In a bid to expand its UK footprint
They have been labelled the ‘next sensible step in tax management’
Deal takes its assets under management to around £500m
Firm will ‘continue to invest in and grow’ its operations in Hong Kong and Singapore
While the firm appoints its Hong Kong chief executive as Asia partnership director
As part of its ‘ambitious growth plans’ for 2023
To help its advisers integrate best practices when dealing with clients
Net inflows of £9.8bn only topped by the £11bn recorded in 2021
It will sponsor 21 schools to help them become Centres of Excellence